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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 8/23/23

Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the Old Normal/New Normal in markets. READ UP!! | Cindy Taylor, Publisher

News | Markets

Is the "New Normal" the "Old Normal?"
Inflation, shortages, employment distortions, housing prices & almost everything in everyday life seems to have taken on a new....... normal

The Week in Digital Wealth (8/23/23)
This week's column on digital wealth the world over covers news from Bloomberg, Mastercard, HSBC, LendingPoint & others

Advisor Tech Talk (8/23/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Advisor360, TIFIN. Vestwell & more

Decentralized Diaries For The Week of 8/23/23
Bitcoin Crashes to $25k, Ethereum's "Holesky" Testnet is Set for September Launch, plus Ripple Labs Opposed the SEC's Appeal

Top 5 VC Deals of the Week in Fintech (8/23/23)
This week, our top 5 VC deals in digital wealth came to us from Klar, BitGo, ClassWallet, NeoGroup, & Splitit

Podcasts

STANDARD DEVIATIONS PODCAST: Sterling Johnson - Working Toward Economic Equity
This week on Standard Deviations, Dr. Daniel Crosby speaks with Sterling Johnson about the difference between equity and equality


Rethink. Financial Advice Podcast: Stop Forcing Advisors to be Technologists featuring Marc Butler
Adam Holt, Derek Notman & Marc Butler of Wealth Management GPT discuss whether AI is going to support or compete with Financial Advisors

Thought Leadership

BACK OFFICE HEROES: Your Voice is Your Unique Differentiator - Advisors Must Find Theirs
Advisors can use social media as a distributive tool to share their unique perspective but we caution against just blasting out more noise
REAL CLEAR CRYPTO: Blockchain Wars & The Global Quest for Dominance and Adoption
As decentralized ledger technology continues to mature, its implications are far-reaching, touching nations, corporations, & individuals
JIFFY.ai ILLUMINATIONS: The New-Age Relationship Manager
Relationship managers must go deeper than they historically have & rely less on external SMEs in client & prospect convos
MARTECH MINUTES: Internal Advisor Marketing Teams are "In"
Organizations with advisor marketing teams can help advisors attract new business and increase AUM more quickly
The Taylor Market Report (8/22/23)
Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicted here)

Curated Industry Content

Industry News

Practice Management

Quote of the Week

"As the fintech landscape continues to evolve, the industry is undergoing rapid growth with no signs of slowing down. By 2026, experts project the global fintech market to surge to an impressive $324 billion." - Stacy Verlinden | Director, R&D at Intersog